+144.3%
AR vs VOO
+82.3%
+61.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.3% |
| 7D | -1.8% | +0.5% | -2.4% | -2.4% |
| 30D | +12.6% | -0.9% | +13.5% | +13.5% |
| 3M | +10.0% | +3.9% | +6.1% | +5.2% |
| 6M | +0.6% | +14.5% | -13.9% | -13.8% |
| YTD | +13.4% | +13.0% | +0.5% | -1.7% |
| 1Y | +21.7% | +19.4% | +2.3% | -0.6% |
| 3Y | +45.8% | +78.9% | -33.0% | -23.3% |
| 5Y | +144.3% | +82.3% | +62.0% | +30.4% |
| All | +144.3% | +82.3% | +61.9% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling